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Strategies & Market Trends : Buffettology
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To: Joe Waynick who wrote (2933)10/20/2001 9:51:13 AM
From: David  Read Replies (2) of 4690
 
Ha! I really have to laugh. I reviewed the same list of stocks and Bk caught my eye.

I was thrown off by the price to book -- nearing 4 times book. Seems that the requisite margin of safety as measured by that ratio is not present.

I guess the historically high returns on assets, equity, etc. and excellent growth model justify to the market the high ratio to book. But I figured that banking, being so leveraged, that I would pass for now. Maybe better oportunities will come.

I would be interested in anyones thoughts.

There were several other interesting companies listed: TJX, FAST, RLI, PAYX, RHI.

Did you look at any of these???
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